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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Pathstone (swap one in):+ Cambridge Investment Research Advisors, Inc. $138.69B · Fairfield, IA+ Rathbones $135.09B · Liverpool+ Rockefeller Capital Management $99.6B · New York, NY+ Assetmark, Inc. $91.76B · Concord, CA
Englewood, NJ
Overland Park, KS
Plymouth, MN
Assets under management$110.3B$125.41B$122.19B
Asset growth, last 2 years+129%+55%+70%
Advisory staff365933850
Individual clients1,97954,58380,986
Assets per client$55.7M$2.3M$1.5M
Clients per advisor55995
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack4–5
People on Advicer.bio20510021030

From each firm's latest Form ADV (Mar 2026, Oct 2026, Aug 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolPathstoneMarinerWealth Enhancement
Custodial Platform
NetX360 (Pershing)––Uses it
SEI––Uses it
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black DiamondUses it–Uses it
HubSpotUses it––
Portfolio Management
d1g1tUses it––
OrionUses it––
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Pathstone: Schwab, Pnc Bank, N.a., Fidelity · Mariner: Schwab, Fidelity · Wealth Enhancement: Schwab, Fidelity